CRD: 110264
BMO Family Office, LLC
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- Custodian
- BMO Harris · Charles Schwab & Company · City National Bank · FNZ Trust · JP Morgan · LPL Financial · Northern Trust · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-20-1999
- Office Locations
- 3
Office Locations
About BMO Family Office, LLC
BMO Family Office is an integrated wealth management and family office platform serving wealth owners and multigenerational families. The team provides lending and cash management, customized debt financing, estate and trust administration, and long-term wealth strategies. Investment professionals design and manage bespoke, research-supported portfolios with detailed performance reporting, including dedicated ultra high net worth and alternatives banking leadership.
Reported data analysis
What the numbers show
Between September 22, 2025 and January 28, 2026, reported AUM increased 22.9%, from $8.1B to $10.0B.
Across 5 reported observations, AUM increased 37.3% between October 27, 2022 and January 28, 2026, from $7.3B to $10.0B.
Of the latest reported AUM, 98.3% is discretionary and 1.7% is non-discretionary.
The firm reports 75 advisory representatives and 88 clients, or 1.2 clients per representative. That equates to $113.5M in reported AUM per client.
The profile lists 3 reported office locations and 26 years in operation. The source data was last updated on January 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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- Services
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Owner & Executives
KYLE RICHARD CROWE
DIRECTOR, Managing Director
- CRD
- #2492261
- Ownership
- Less than 5%
THEODORE ANDREW DUNN
DIRECTOR
- CRD
- #1784911
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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TRAVIS LOLAND BORTON
Director
- CRD
- #6093141
DEVON M CHAN
--
- CRD
- #5600240
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,823,750,455 | $1,944,527 |
| Non-Discretionary | $166,203,164 | $3,391,901 |
| Total | $9,989,953,619 | $1,958,430 |
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Separately Managed Accounts
SMA allocation detail is available
BMO Family Office, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q4 2024
Review the latest reported holdings
BMO Family Office, LLC's 13F holdings detail is available for Q4 2024, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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